Griffin Family Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$148,378,643
Clients
33
55% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
LowAverage account size
$4,496,323
About
Griffin Partners provides financial planning, portfolio management, and general consulting to individuals, trusts, pension and profit‑sharing plans, corporations, estates and charitable organizations. The firm reports managing about $284 million for roughly 33 clients and offers both discretionary and non‑discretionary management as well as stand‑alone planning engagements.
Investment advice is implemented through individualized Investment Plans and may combine fundamental, technical and charting analysis with allocations to mutual funds, ETFs, fixed income, alternative pooled vehicles and options strategies. The firm also uses third‑party managers and Unified Managed Account platforms, and discloses that some client investments may carry separate manager‑level or fund‑level fees.
Noteworthy differences from many peers include a high level of assets per advisor, explicit use of options and other derivative strategies in client accounts, and access to alternative investments through pooled vehicles. The brochure also discloses that the firm’s principal is licensed to sell insurance and may receive commissions on insurance recommendations, that it recently revised lead‑generation/referral arrangements (removing a SmartAsset reference), and that it participates in a custodian program that provides technology and research benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Wealth management
Fee options
$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $25,000,000: 0.80% $25,000,000+: 0.75%
Insurance commissions earned by principal owner separately from advisory fees.
Performance-based fees may be offered to eligible clients with at least $1,100,000 under management or $2,200,000 net worth, but are not currently charged.
Fee-only: Financial planning fees and general consulting fees are negotiated at the time of engagement based on scope.
Main office location
Griffin Family Partners, LLC
Nashville TN, United States
Number of offices
1
Most active in
Griffin Family Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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